We are live on ! Find out more
MO icon

Altria Group

1,567 hedge funds and large institutions have $46B invested in Altria Group in 2020 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 558 increasing their positions, 693 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $564M | Put options by funds: $400M

1% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 115

0% more capital invested

Capital invested by funds: $45.8B → $46B (+$124M)

1% less funds holding

Funds holding: 1,5771,567 (-10)

0.85% less ownership

Funds ownership: 63.8%62.95% (-0.85%)

19% less repeat investments, than reductions

Existing positions increased: 558 | Existing positions reduced: 693

22% less funds holding in top 10

Funds holding in top 10: 2318 (-5)

Holders
1,567
Holders Change
-10
Holders Change %
-0.63%
% of All Funds
32.12%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.37%
New
116
Increased
558
Reduced
693
Closed
115
Calls
$564M
Puts
$400M
Net Calls
+$165M
Net Calls Change
+$260M
Name Holding Trade Value Shares
Change
Change in
Stake
BPB
626
Badgley, Phelps & Bell
Washington
$1.24M
HI
627
Horizon Investments
North Carolina
$1.22M +$1.22M +31,184 New
IWA
628
Intercontinental Wealth Advisors
Texas
$1.22M +$14.7K +377 +1%
LCP
629
Legacy Capital Partners
Wisconsin
$1.22M +$91.2K +2,338 +8%
HT
630
HAP Trading
New York
$1.22M -$806K -20,650 -40%
VCA
631
Verdence Capital Advisors
Maryland
$1.21M -$61.8K -1,583 -5%
CF
632
Centaurus Financial
California
$1.21M +$127K +3,251 +12%
BT
633
Brandywine Trust
Delaware
$1.21M
WT
634
Washington Trust
Rhode Island
$1.21M -$66.6K -1,708 -5%
IG
635
ING Group
Netherlands
$1.2M -$2.13M -54,492 -64%
AF
636
Advisornet Financial
Minnesota
$1.2M -$342K -8,761 -22%
LNWWM
637
Laird Norton Wetherby Wealth Management
California
$1.19M +$165K +4,237 +16%
WKWM
638
Walter & Keenan Wealth Management
Indiana
$1.19M +$1.18M +30,261 New
TPA
639
Trivium Point Advisory
Connecticut
$1.19M +$146K +3,742 +14%
GFPC
640
Global Financial Private Capital
Florida
$1.18M -$2.47M -63,192 -68%
LFAS
641
Level Four Advisory Services
Texas
$1.18M +$341K +8,748 +41%
VAS
642
Vestmark Advisory Solutions
Massachusetts
$1.18M +$40K +1,024 +4%
IFG
643
Independent Financial Group
California
$1.17M -$180K -4,605 -13%
SGCA
644
Steel Grove Capital Advisors
Tennessee
$1.15M -$155K -3,978 -12%
PA
645
Profund Advisors
Maryland
$1.15M -$33.6K -861 -3%
NFG
646
Next Financial Group
Texas
$1.15M +$128K +3,293 +13%
BOTW
647
Bank of the West
California
$1.14M -$1.35M -34,690 -55%
NIA
648
Northstar Investment Advisors
Colorado
$1.13M
HB
649
Homrich & Berg
Georgia
$1.13M -$37.6K -963 -3%
CWM
650
Cornerstone Wealth Management
Missouri
$1.13M +$8.7K +223 +0.8%

MO Hedge Fund Activity: Q2 2020 in Review

1,567 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q2 2020, worth a combined $46B — up 0.27% from $45.8B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new MO positions and 115 closed out — a net gain of 1 holder — while 558 added to existing stakes and 693 trimmed.

The largest buyer was Capital World Investors, adding an estimated $547M. The largest seller was Fidelity Investments, cutting an estimated $814M.

  • 1,567 institutional investors held Altria Group (MO) as of Q2 2020, down from 1,577 in Q1 2020.
  • Funds reported $46B of Altria Group stock for Q2 2020, up 0.27% quarter-over-quarter.
  • 116 funds opened new Altria Group positions in Q2 2020 and 115 closed out, a net change of +1 holder.
  • The largest Altria Group buyer in Q2 2020 was Capital World Investors, an estimated $547M added.
  • The largest Altria Group seller in Q2 2020 was Fidelity Investments, an estimated $814M sold.

Based on aggregated 13F filings for Q2 2020.